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Fiduciary Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fiduciary Planning’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-478
Closed -$57K – 262
2020
Q4 		$57K Sell
478
-66,205
-99% -$7.8M 0.08% 76
2020
Q3 		$7.87M Sell
66,683
-23,704
-26% -$2.81M 12.98% 1
2020
Q2 		$10.8M Buy
+90,387
New +$10.6M 23.78% 1
2020
Q1 		– Sell
-91,619
Closed -$10.4M – 38
2019
Q4 		$10.4M Buy
+91,619
New +$10.3M 9.65% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Planning's AGG Position: Q1 2021 in Review

Fiduciary Planning sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2021, closing a stake of 478 shares — an estimated $57K sold.

Fiduciary Planning first reported a position in AGG in Q4 2019 and held it in 4 quarters. The position peaked at $10.8M in Q2 2020. 1,446 funds tracked by Wall St. Rank hold AGG as of Q1 2021.

  • Fiduciary Planning reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Fiduciary Planning sold 478 iShares Core US Aggregate Bond ETF shares in Q1 2021, an estimated $57K.
  • Fiduciary Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Fiduciary Planning's iShares Core US Aggregate Bond ETF position peaked at $10.8M in Q2 2020.
  • 1,446 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2021.

Based on Fiduciary Planning's 13F filing for Q1 2021, filed 20 May 2021.